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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ledbetter is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Reno, NV. Daniel has been working in the financial services industry since January 26, 2000. Daniel holds Series 7, 31, 63, and 65 licenses as well as the SIE. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, investment consulting services to institutional clients, and selection of other advisors. Daniel has extensive experience working with high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
10/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
09/20/2010 - 10/06/2023
WELLS FARGO CLEARING SERVICES, LLC (LANCASTER CA)
CA
06/01/2009 - 10/01/2010
MORGAN STANLEY SMITH BARNEY (PALMDALE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALMDALE CA)
CA
01/27/2000 - 04/02/2007
MORGAN STANLEY DW INC. (PASADENA CA)
IA
Issued 02/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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